How Change Management Maximizes AI's Effectiveness

Posted by Daniel Galajda on Mon, Jun 24, 2019

Rubesh Jacobs co-wrote this blog post with Daniel Galajda. 

In our recent webinar on the human aspects of AI-augmented distribution, our panel of ZS experts discussed why implementing AI requires change management. To influence behavior, we need to shape experiences (what we sense and process), mindset (what we feel and the decisions we make) and behavior (what we do or don’t do).


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Successful AI Implementation Requires Organizational Change and a Customer-First Approach

Posted by Daniel Galajda on Thu, May 30, 2019


When it comes to AI-augmented distribution, turning data on sales transactions, sales rep activity and marketing activity into actionable insights and next best actions is an area of investment for many asset managers and insurance firms.


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How AI-Augmented Distribution Helps Drive Business Results

Posted by Bryan Kreher on Tue, May 21, 2019

After our recent webinar, The Human Aspects of Implementing AI-Augmented Distribution, we’ve been getting a lot of questions around two very important topics:

  • What are the critical success factors to an AI augmented distribution program?
  • How extensive of a role does change management play in driving adoption among the sales force?

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How Virtual Sales Teams Can Boost Productivity

Posted by Rubesh Jacobs on Wed, Mar 27, 2019

Emily Alexander co-wrote this blog post with Rubesh Jacobs.

Is it possible to double sales productivity with a virtual sales team? The answer is a firm yes, and it can change the commercial outlook for firms who crack the code. As you might’ve guessed, technology, analytics, and AI can drive sales productivity gains for virtual sellers – in other words, more revenue with no increase in sales and marketing expenses. Maybe you have an internal or hybrid team already in place and want to supercharge them, or you want to elevate a traditional internal sales team, but either way, technology and analytics can enable sales teams to do more than we ever thought they could from afar. But, successful firms shouldn’t fully unleash this power until they understand where and how the gains will come. 


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Saying You're 'Customer Focused' Isn't Enough. Instead, Plan Around the Customer

Posted by Pete Mehr on Mon, Mar 25, 2019

Bryan Kreher and Rubesh Jacobs co-wrote this blog post with Pete Mehr. 

As we highlighted in January, AI-augmented distribution has the power to drastically improve the distribution model, but only if organizations are willing to change. And the change we speak of needs to start with the planning process. Every organization says they put the customer at the center of their thinking. To wit, senior leaders say things like “We’re customer focused” or “Everything we do revolves around the customer.” Yet we see the following planning approach at many financial services firms:


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